Branch Service Advisor | Financial Licensing Required
Chartwell Investment Partners
Memphis, TN, US
Not specified; not specified; not specified
Hybrid
Hybrid work schedule with 3 days in office
Process complex financial service requests
Navigate frustrated customer conversations
This role serves as a key point of contact within the Branch & Concierge Services team, providing high-touch support for financial advisors
Job Summary
This role serves as a key point of contact within the Branch & Concierge Services team, providing high-touch support for financial advisors.
The position requires processing custom orders, resolving advanced escalations, and maintaining detailed CRM records for effective customer retention.
Candidates must adhere to strict regulatory codes and foster trust by connecting with customers to meet their personal needs through positive experiences.
Matching Summary
This role serves as a key point of contact within the Branch & Concierge Services team, providing high-touch support for financial advisors.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Hybrid work schedule with 3 days in office
Process complex financial service requests
Navigate frustrated customer conversations
Nice-to-have
Strong relationship building skills
Ability to identify sales opportunities
Proactive professional development mindset
Key Requirements
SIE License required prior to start
Series 7 License or ability to obtain within 6 months
Series 63 or 66 License or ability to obtain within 6 months